HM Payson & Co’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $293K | Hold |
1,034
| – | – | 0.01% | 352 |
|
|
2024
Q4 | $248K | Sell |
1,034
-106
| -9% | -$25.4K | ﹤0.01% | 375 |
|
|
2024
Q3 | $289K | Buy |
1,140
+10
| +0.9% | +$2.54K | 0.01% | 358 |
|
|
2024
Q2 | $235K | Buy |
1,130
+141
| +14% | +$29.3K | ﹤0.01% | 369 |
|
|
2024
Q1 | $205K | Buy |
989
+667
| +207% | +$138K | ﹤0.01% | 394 |
|
|
2023
Q4 | $51.3K | Hold |
322
| – | – | ﹤0.01% | 595 |
|
|
2023
Q3 | $44.9K | Sell |
322
-22
| -6% | -$3.07K | ﹤0.01% | 597 |
|
|
2023
Q2 | $45.5K | Buy |
344
+151
| +78% | +$20K | ﹤0.01% | 594 |
|
|
2023
Q1 | $27.6K | Buy |
193
+1
| +0.5% | +$143 | ﹤0.01% | 665 |
|
|
2022
Q4 | $24.9K | Buy |
192
+10
| +5% | +$1.3K | ﹤0.01% | 649 |
|
|
2022
Q3 | $21K | Hold |
182
| – | – | ﹤0.01% | 694 |
|
|
2022
Q2 | $21K | Sell |
182
-12
| -6% | -$1.39K | ﹤0.01% | 708 |
|
|
2022
Q1 | $22K | Buy |
194
+12
| +7% | +$1.36K | ﹤0.01% | 730 |
|
|
2021
Q4 | $19K | Sell |
182
-347
| -66% | -$36.2K | ﹤0.01% | 773 |
|
|
2021
Q3 | $48K | Buy |
529
+347
| +191% | +$31.5K | ﹤0.01% | 598 |
|
|
2021
Q2 | $18K | Hold |
182
| – | – | ﹤0.01% | 757 |
|
|
2021
Q1 | $17K | Sell |
182
-153
| -46% | -$14.3K | ﹤0.01% | 797 |
|
|
2020
Q4 | $33K | Sell |
335
-248
| -43% | -$24.4K | ﹤0.01% | 690 |
|
|
2020
Q3 | $55K | Buy |
583
+248
| +74% | +$23.4K | ﹤0.01% | 550 |
|
|
2020
Q2 | $27K | Hold |
335
| – | – | ﹤0.01% | 621 |
|
|
2020
Q1 | $25K | Sell |
335
-382
| -53% | -$28.5K | ﹤0.01% | 601 |
|
|
2019
Q4 | $52K | Sell |
717
-60
| -8% | -$4.35K | ﹤0.01% | 585 |
|
|
2019
Q3 | $60K | Sell |
777
-19
| -2% | -$1.47K | ﹤0.01% | 559 |
|
|
2019
Q2 | $64K | Buy |
+796
| New | +$64K | ﹤0.01% | 557 |
|